Jan 5, 2023
BRT Financial Review: Best of Investing 2022 Part 2
BRT S04 EP01 (163) 1-1-2023
Things We Learned This Week
- Why Does the Stock Market Go Up?– Everything You Should Have Been Taught About Investing In School, But Weren't
- Democratizing expertise around trading derivatives thru new tools & software. Reengineering the derivatives market, so we do not need to rely anymore on failed experts w/ outdated methods & tech.
- AZREIAis a Real Estate Association to learn, network, find support & contractors
- What is Your Investor Identity?Fix & Flip, Landlord, Lender
- ABI Multifamily is a brokerage and advisory services firm that focuses exclusively on apartment investment transactions.
- Types of Risk - Interest Rate, Inflation, Play it Safe
- Market Risk - Buffet Rule # 1 - Never Lose $, how Mkt losses affect your portfolio & timeline
Clip from 8/14/2022 – w/ Brian Feroldi
Replay Seg. 3 - on stock markets and exchanges
FULL SHOW: HERE
Guest: Brian Feroldi
Book:
Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren't, Paperback – April 5, 2022 by Brian Feroldi
Motley Fool Articles: https://www.fool.com/author/14471/
http://mindset.brianferoldi.com/
YouTube - https://www.youtube.com/channel/UCs60_Z83HU76uygzHRQl0kA
Twitter: https://twitter.com/BrianFeroldi
Website: https://www.brianferoldi.com/
Brian Feroldi is a financial educator, YouTuber, & author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college. Brian started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically over time as his experience and knowledge about the stock market grew. Brian’s career mission statement is “to spread financial wellness.” He loves to help other people do better with their money, especially their investments. He has written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. In 2022, Brian’s book Why Does The Stock Market Go Up? was published. The mission of the book is “to demystify the stock market.” It was written to explain how the stock market works in plain English. Brian lives in New England with his wife and three kids.
Clip from 7/17/2022 – w/ Peter Harrigan
Replay Seg. 3 – on derivatives and oprions
FULL SHOW: HERE
Guest: Peter Harrigan – Co-Founder Outcome Trading
https://www.linkedin.com/in/peterharrigan/
Outcome Trading –
old world: derivatives
In today's world, risk transfer is achieved through derivatives, using highly specialized language, and opaque structures which pre-date modern information technology. Centralized financial institutions focus on high volume markets that ignore the long tail.
new world: outcome trading™
Hedgers simply draw a curve describing the monetary compensation they require if the price of an asset were to decline (or increase). Investors graphically describe the financial outcome they desire from price appreciation (or depreciation).
Democratizing expertise around derivatives through new tools and software. How failure by experts impacts us all Protecting oneself or one’s business in high-volatility markets Reengineering the derivatives market, starting from a blank sheet of paper
Bio:
Peter Harrigan
Peter is the Co-Founder of the game changing trading software, Outcome Trading.
Peter also has founded Grey Swan Digital which developed the technology behind PlastiCurv. PlastiCurv was developed to transform financial risks into opportunities - opportunities for return, diversification and social benefit. Peter’s mission was to create an intuitive and visual platform that anyone can understand, re-engineering the $600T derivatives market and making its benefits available to anyone in the world.
Peter’s long and successful career as a trader started when he developed a tradable arbitrage employed at the CME and CBOT. Peter later made markets in foreign exchange at Bank of America, currency options on the floor of the CME, and equity options on the floor of the Pacific Exchange. He also co-founded Sentient Technologies, a company developing commercial applications of a highly distributed
evolutionary learning technology. After a successful exit from Sentient, Peter turned his attention to the crypto industry in 2014, attending the first ethereum meetups, & going on to participate in the Ethereum presale.
Clip from 8/21/2022 – w/ Mike DelPrete of AZREIA
Replay Seg. 1 - on types of real estate investors
FULL SHOW: HERE
Guest: Michael DelPrete, Executive Director, AZREIA
The mission of AZREIA is to provide its members the education, market information, support, and networking opportunities that will further the member’s ability to successfully invest in Real Estate
Mike Del Prete has been a member of AZRERA for 12 years and has been running it for 1 year it’s been teaching for 5 years need to have a team like contractors lenders realtors
Clip from 12/11/2022 – w/ John Kobierowski of ABI Multifamily
Seg. 2 - on makeup of real estate deals
FULL SHOW: HERE
Guest: John
Kobierowski
President and CEO
ABI Multifamily
https://www.linkedin.com/in/johnkobierowski
ABI Multifamily is a brokerage and advisory services firm that focuses exclusively on apartment investment transactions. The experienced advisors at ABI Multifamily have completed billions of dollars in sales and thousands of individual multifamily transactions. ABI Multifamily incorporates a global approach with regional real estate expertise to successfully complete any multifamily transaction, regardless of size and complexity.
https://neighborhood.ventures/
Neighborhood Ventures is a real estate crowdfunding company that offers ALL the opportunity to be shareholders in our retail & apartment projects.
Clip from 11/6/2022 – w/ Denver Nowicz of Wealth for Life
Seg. 3 & Seg. 4 – on Risk
FULL SHOW: HERE
Co-Host: Denver Nowicz, President - Wealth For Life
https://wealthforlife.net/brt/
https://twitter.com/denvernowicz
Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.
Risk
Playing it safe and taking no chances is still risky inflation risk if you are just holding cash and putting your money in the mattress, inflation eats away at the value of the cash and your purchasing power
Think of your business as an asset class whether it is a digital business or a traditional physical business, the old brick and mortar
More Info on WFL and Tax Free Matching: HERE
Clip from 9/23/2022 – w/ Denver Nowicz of Wealth for Life
Seg. 1 – on Bonds and the 60/40 Split
FULL SHOW: HERE
- What is the 60/40 Split in Investing? Equities 60% for Growth/ Bonds 40% for Income
- Bonds Returns have been going down for 2 decades, hurting Retirements
- Sequence of Returns Risk – When you retire matters, if the Market is down, your income can take a big hit
- Annuities - Bonds Replacement for Income, w/ Inflation increases & Income for Life
Clip from 10/28/2022 – w/ Denver Nowicz of Wealth for Life
Seg. 1 – on Accumulation vs Distribution
FULL SHOW: HERE
- Accumulation - easier for Wall St to sell, just buy stocks in your 401K, Market goes up over time
- Distribution - income planning, market risk (Sequence of Returns Risk), and life all make this phase more complicated for advisors to talk about
- Avoid the ‘One Thing Retirement Plan’ – if this one thing goes right (market goes up), I will be fine
- NEW 60/40 Split - Bonds out, Option Strategies in, adjust your portfolio with assets that produce income, and have no market risk
- Income Planning – setup long before retirement, to have income bucket grow with principal protection and option to lock in gains
For More Wealth for Life Clips & Shows:
https://brt-show.libsyn.com/category/Wealth+For+Life+
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
More 'Best of Investing': Here
Real Estate Topic: https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming
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